Counterpoint Tactical Equity Fund (CPIEX) belongs to the Long-Short category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CPIEX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CPIEX
CPIEX charges 1.75% annually. There are 31 mutual funds in the Long-Short category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Parvin Hedged Equity Solari World Fund | 0.01% | — | Jan 2021 | CPIEX vs PHSWX | |
| MFS Managed Wealth Fund | 0.67% | — | Jun 2014 | CPIEX vs MNWIX | |
| WisdomTree Efficient Long/Short US Equity Fund | 0.88% | 11.94M | Jan 2026 | CPIEX vs WTLS | |
| Alger Dynamic Opportunities Fund | 0.91% | — | Nov 2009 | CPIEX vs SPEDX | |
| Salient Tactical Plus Fund | 1.08% | — | Dec 2012 | CPIEX vs BTPIX |
Best Risk-Adjusted Alternatives to CPIEX
CPIEX has a PortfoliosLab risk / return rank of 36. There are 23 mutual funds in the Long-Short category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| BlackRock Global Long/Short Equity Fund Class I | 94 | — | Dec 2012 | CPIEX vs BDMIX | |
| Boston Partners Long/Short Equity Fund | 94 | — | Nov 1998 | CPIEX vs BPLEX | |
| Vanguard Market Neutral Fund Institutional Shares | 86 | — | Oct 1998 | CPIEX vs VMNIX | |
| Vanguard Market Neutral Fund Investor Shares | 86 | 561.90M | Nov 1998 | CPIEX vs VMNFX | |
| Multi-Manager Directional Alternative Strategies F... | 85 | — | Jan 2017 | CPIEX vs CDAZX |
Top Performing CPIEX Alternatives (YTD)
CPIEX is at 10.46% YTD. There are 8 mutual funds in the Long-Short category with higher YTD returns, going as high as 14.03%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Market Neutral Fund Investor Shares | 14.03% | 561.90M | Nov 1998 | CPIEX vs VMNFX | |
| Vanguard Market Neutral Fund Institutional Shares | 14.03% | — | Oct 1998 | CPIEX vs VMNIX | |
| Boston Partners Long/Short Equity Fund | 13.95% | — | Nov 1998 | CPIEX vs BPLEX | |
| Longboard Alternative Growth Fund | 12.82% | — | Mar 2015 | CPIEX vs LONGX | |
| Guggenheim Alpha Opportunity Fund | 12.71% | — | Jul 2003 | CPIEX vs SAOAX |
Lowest Volatility Alternatives to CPIEX
CPIEX has 12.17% 1-year volatility. There are 35 mutual funds in the Long-Short category with lower 1-year volatility, going as low as 5.31%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Neuberger Berman Long Short Fund | 5.31% | — | Dec 2011 | CPIEX vs NLSIX | |
| AB Select US Long/Short Portfolio | 5.60% | — | Dec 2012 | CPIEX vs ASILX | |
| MFS Managed Wealth Fund | 5.88% | — | Jun 2014 | CPIEX vs MNWIX | |
| Knights of Columbus Long/Short Equity Fund | 6.11% | — | Dec 2019 | CPIEX vs KCEIX | |
| Wilmington Global Alpha Equities Fund | 6.17% | — | Jan 2012 | CPIEX vs WRAIX |
Lowest Drawdown Alternatives to CPIEX
CPIEX has a 1-year max drawdown of -7.14%. There are 27 mutual funds in the Long-Short category with shallower 1-year drawdowns, going as shallow as -2.82%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Knights of Columbus Long/Short Equity Fund | -2.82% | — | Dec 2019 | CPIEX vs KCEIX | |
| Quantitative U.S. Long/Short Equity Portfolio | -3.01% | — | Sep 2006 | CPIEX vs GTAPX | |
| BlackRock Global Long/Short Equity Fund Class I | -3.24% | — | Dec 2012 | CPIEX vs BDMIX | |
| AB Select US Long/Short Portfolio | -3.61% | — | Dec 2012 | CPIEX vs ASILX | |
| Gotham Absolute Return Fund | -3.85% | — | Aug 2012 | CPIEX vs GARIX |
Other Mutual Funds from Counterpoint Mutual Funds
The 2 most viewed Counterpoint Mutual Funds mutual funds shown here include CPITX, TMNIX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Counterpoint Tactical Income Fund | Nontraditional Bonds | 26 | -0.60% | — | Dec 2014 | CPIEX vs CPITX | |
| Counterpoint Tactical Municipal Fund | High Yield Muni | 71 | 1.74% | — | Jun 2018 | CPIEX vs TMNIX |
Often Compared With CPIEX
Investors most often compare CPIEX with QMNNX, SPY, MMTM. These 20 comparison targets span 14 categories, based on PortfoliosLab usage data.
Compare CPIEX with Any Fund or Stock
Compare CPIEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CPIEX with funds that move differently
Counterpoint Tactical Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CPIEX.
Explore CPIEX Diversifiers